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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $165,381-100.0% | $149,730-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 14.72% | 348.29%-333.6pp | 276.70%-262.0pp | 302.95%-288.2pp |
| Employer contribution / active EE | $2,118 | $5,104-58.5% | $4,645-54.4% | $4,762-55.5% |
| Participant deferral / active EE | $10,066 | $7,182+40.1% | $6,843+47.1% | $5,983+68.2% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |